I'll help you upload the missing transactions into QuickBooks (QBO), ThaiTownGreg.
The bank data you can upload to QBO depends on your financial institution. Some let you download only the last 90 days of transactions. Others can go back as far as 24 months. It may be the reason why you have missing entries. What you can do is import them manually using a CSV file. Here's how:
- Go to Transactions and choose Bank transactions.
- Click the dropdown arrow beside Link account in the upper right corner, then select Upload from file.
- Select Drag and drop or select files and click the file you downloaded from your bank. Hit Continue.
- In the QuickBooks account dropdown, select the account you want to upload the transactions. Then click Continue.
- Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks, then hit Continue.
- Select the transactions you would like to import and select Continue.
- Click Yes.
- When you accept your transactions, select Done.
Check out this article to guide you on how to get transactions from your bank and review the accepted file format and size: Manually upload transactions into QuickBooks Online.
Moreover, I'll add this link to help you manage and organize similar transactions: Categorize online bank transactions in QuickBooks Online.
Hit reply if you have further questions about managing your banking transactions, and I'll get back to you. Have a wonderful day!
